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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (34553)11/11/2000 11:40:13 AM
From: gdichaz  Read Replies (1) of 54805
 
Mike: Using your guidance I went back to the revised manual pp 181 - 193. Thanks for steering me to a refresher course.

The first point that hits in rereading is that the discussion is most relevant if Rule # 3 is followed - a basket of gorilla candidates. "Porfolio management" is examined with that backdrop, viz. p 187 "...the point of the gorilla game. This is a basket-of-stocks game, not a single-stock play, and by selling you are simply moving assets from an underperforming square on the board to a higher-performing one. ..."

And on p. 188 there is this, "Now when people talk about portfolio stategy [italics], they are thinking about using diversification to reduce the risk of holding. What is counterintintuitive about the gorilla game is that it uses consolidation [italics] to achieve this end. Here are the key concepts:

The gorilla game does us diversificatin [italics] in the portfolio [italics] sense to reduce risk, by advaocating that you invest in multiple tornado opportunities, each ideally reducing down to a sincle gorilla holding.

The gorilla game also uses diversification [italics] to reduce the risk of buying [italics] high-tech equities when it is not clear [italics] who is the gorilla. This is our buy-the-basket rule.

But the gorilla game uses consolidation [italics] to reduce the risk of holding [italics] high-tech equities, once it is clear [italics] who is a gorilla. "
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